Jeffrey A. Schwartz

Broker / Owner at Schwartz Insurance Services

Jefferson City, Tennessee

Quick Answer

Jeffrey A. Schwartz, Broker / Owner, is a licensed independent financial professional at Schwartz Insurance Services in Jefferson City, Tennessee with 28+ years of experience. Specializing in Annuities, Retirement Income Planning, Pension Planning. As an independent advisor, they offer personalized retirement planning guidance from multiple providers with no pressure to buy specific products.

✓ SafeMoney Certified™

Contact Jeffrey A. Schwartz in Jefferson City, Tennessee

Phone: 865-375-7015

Email: [email protected]

Areas of Expertise in Jefferson City, Tennessee

AnnuitiesRetirement Income PlanningPension PlanningIndexed AnnuitiesLife InsuranceLong Term Care PlanningMedicare

About Jeffrey A. Schwartz — Jefferson City, Tennessee

Licensed Independent Financial Professional · 28+ Years Experience · SafeMoney Certified™

Jeffrey A. Schwartz is the founder of Schwartz Insurance Services, established in 1998 with a singular mission: to help individuals in Jefferson City, Tennessee and the surrounding areas secure their financial futures and achieve a confident, comfortable retirement. With decades of experience, Jeff brings a client-first philosophy to every interaction—offering personalized service that prioritizes protection, peace of mind, and long-term financial security. Medicare and Retirement Planning ExpertiseJeff specializes in Medicare planning, Medicare Supplement Insurance, and retirement income solutions through annuities. He works closely with his clients throughout East Tennessee to help safeguard their savings, generate income for retirement, and ensure their loved ones are well taken care of. His goal is simple but powerful—to prepare each client for the financial future they deserve. A Relationship-First ApproachWhat sets Jeff apart is his commitment to building enduring relationships r...

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Frequently Asked Questions About Jeffrey A. Schwartz & Financial Advisors in Jefferson City, Tennessee

What services does Jeffrey A. Schwartz offer?

Jeffrey A. Schwartz at Schwartz Insurance Services offers Annuities, Retirement Income Planning, Pension Planning in Jefferson City, Tennessee. As an independent licensed financial professional, they provide personalized recommendations from multiple providers.

Why work with an independent financial advisor?

Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.

Is Jeffrey A. Schwartz SafeMoney Certified?

Yes, Jeffrey A. Schwartz is SafeMoney Certified™, demonstrating specialized expertise in safe money strategies and retirement income planning.

Is the initial consultation free?

Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.

What should I expect in my first meeting?

Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.